Automated schedules of cover, certificates of currency, and tax invoices.
Design your policy schedules and certificates once in our visual template editor. Populate them dynamically with customer, asset, rating, and payment data directly upon binding or endorsement.
Generating insurance paperwork manually from desktop publishing tools or outdated office templates introduces transcription mistakes, incorrect statutory levies, and delays for policyholders. InsureOS treats documents as code-driven templates compiled directly from verified quote payloads.
From complex multi-location property insurance schedules requiring interested party endorsements to instant receipts generated at the close of online quote journeys, documents compile within 300 milliseconds. Generated PDF schedules attach automatically to confirmation emails and populate upcoming annual policy renewals.
Interpolate insured names, asset registration numbers, hull specs, sum-insured tiers, and premium breakdowns directly into branded PDF templates.
Display specific policy warranties, excess stipulations, or optional cover sections only when the underlying quote triggers those specific endorsements.
Render distinct logo assets, primary colour palettes, and contact footers for partner brokerages and dealership groups while sharing single template layouts.
Produce formal Certificates of Currency recording mortgagees, banks, and interested parties within seconds of payment clearance.
Itemize Fire and Emergency levies, government taxes, broker commissions, and GST clearly on compliant tax invoices.
Every generated document receives an immutable SHA-256 hash and secure cloud storage link for compliance audits and historical record retrieval.
Define each schedule, certificate, or receipt once. InsureOS fills the template from the data already captured during the quote and can generate it when the workflow calls for it.
| Section | Sum insured | Excess |
|---|---|---|
| Hull and machinery | $185,000 | $1,000 |
| Third party liability | $5,000,000 | $500 |
| Personal effects | $10,000 | $250 |
The template engine produces schedules of cover, certificates of currency, quote summaries, tax invoices, premium funding notices, and renewal invitations. Any document required across your underwriting lifecycle can be defined as a reusable template.
Yes. Our template editor supports custom HTML and CSS formatting. We map your existing typography, layout grids, insurer logo placements, and statutory notices to ensure documents match your brand standards exactly.
Templates utilize conditional logic blocks that evaluate active cover selections on the quote record. If an insured opts for optional machinery breakdown or racing risk cover, the corresponding wording and excess table appears in the rendered PDF automatically.
Documents can be generated automatically upon successful bind webhooks, triggered via REST API calls from your back-office systems, or generated manually by underwriters inside the administration console. Finished PDFs can be emailed directly to applicants or retrieved via secure URLs.
Yes. Tax invoices and policy schedules explicitly break out net premium, statutory fire service levies, broker administration charges, and GST amounts, providing full financial transparency for policyholders and tax auditors.
Rendered documents are stored in secure, encrypted cloud object storage linked directly to the policy record. Underwriters and brokers can download exact historical copies of bound schedules at any time, even after subsequent policy revisions.
Online quoting
Embed a real quote-to-bind flow
Automatic rating
Product definitions, rules, tables, explainable factors
Third-party integrations
Plug in the tools you already run
Payment collection
Cards, bank transfers, finance
Renewals
Re-rate, payments, automatic renewals
Automation
Webhooks, events, integrations
APIs
Headless when you need it